Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a Placer.ai account? Log In

Placer Bytes: Dutch Bros. and Crocs

by 
Shira Petrack
 on 
October 12, 2021
Placer Bytes: Dutch Bros. and Crocs

In this Placer Bytes, we dive into two classic brands – Dutch Bros. Coffee and Crocs – that have been experiencing a major pandemic boost. 

Dutch Bros. Coffee: A Pandemic Success Story 

Although the dining industry is still struggling to reach its 2019 foot traffic level, Dutch Bros. Coffee has been on an incredible growth streak for more than a year. In the wake of the brand’s recent IPO, we took the opportunity to dive into one of the most impressive success stories of the pandemic.

During the months leading up to the pandemic, visits to Dutch Bros. Coffee, Dunkin’, and Starbucks remained more or less stable. But Dutch Bros. Coffee differentiated itself from its competitors already in April 2020, when visits to Starbucks and Dunkin’ fell by more than 60% compared to the October 2019 baseline – while visits to Dutch Bros. took a mere 11.4% dip.  

And in May 2020, when visits to Starbucks and Dunkin’ were still more than -40% below what they had been before COVID, visits to Dutch Bros. had increased by 68.9%. As of September 2021, Dutch Bros. received 113.8% more visits than it had in October 2019, compared with an 11.9% increase for Dunkin’ and a 1.8% decrease for Starbucks. 

A major factor of Dutch Bros. early pandemic success could have been its drive-thru design, which let customers get their coffee fix without risking too much exposure. But the Dutch Bros. star continued to rise even once other leading coffee chains reopened their walk-up locations. 

Comparing monthly visit performance in 2021 to 2019 confirms Dutch Bros. remarkable ascent. Dunkin’, which is also experiencing a strong recovery – though the data is not nearly as impressive – saw visits rise by 16.4% and 11.0% in August and September, respectively. Visits to Starbucks rose by only 1.9% in August, only to fall by -3.4% in September. 

Meanwhile, monthly visits to Dutch Bros. in August and September were up 106.5% and 111.9%, respectively, when compared to the same months in 2019. 

More Locations, More Loyalty, and More Visits per Location

The astronomical rise in visits to Dutch Bros. can be partially attributed to the chain’s significant offline expansion. The chain opened its first Texas location in early 2021, with plans to have around 100 locations in the state by the end of 2023. The company has also been expanding its presence across other western states, from California to Oklahoma.

But the massive growth does not come from new stores alone. The number of visits per location has increased dramatically in the past two years. Between July and September, the average number of visits per Dutch Bros. location rose by 7.3% compared to Q3 2020 and by 16.5% compared to Q3 2019. This points to a strong demand for Dutch Bros. products and bodes well for the chain’s expansion plans. If the current trends continue, the chain could soon be a real threat to the established coffee leaders.

Crocs Are Back

The pandemic caused a deep shift in fashion, leading many consumers to rediscover the joys of comfortable, functional apparel – and the iconic Crocs brand was well positioned to benefit from the current trend. We dove into the company’s foot traffic data to understand how the change in taste has affected in-store visits. 

Rise in Monthly Visits

Overall, nationwide Crocs stores have seen double-digit increases in monthly visits every month this year when compared to 2019. While the apparel sector as a whole took a hit in August and September, visits to Crocs stores rose by 11.8% and 17.5%, respectively, when compared to two years ago. But will the growth streak last?

Pandemic Shopping Patterns Persisting 

Analyzing hourly foot traffic data reveals that many of the additional store visits are taking place during daytime hours. The year-over-two year change in evening visits (between 6-8 PM) was limited to 4.5% and 2.5% in Q1 and Q2, respectively – but midday visits (between the hours of 12-5 PM) skyrocketed. Early afternoon visits increased by 38.2% in Q1 and by 29.2% in Q2, while mid-afternoon visits increased by 47.3% and 39.3% in Q1 and Q2, respectively, when compared to 2019. 

But shopping times appear to be heading back to pre-pandemic norms: the increase in mid-day visits tapered off between Q1 and Q2 and once again between Q2 and Q3. And more people return to the office and fill up their schedules, even fewer consumers will have time for midday shopping trips. But Q3 also saw the greatest increase in evening visits that the brand has seen all year – indicating that many consumers are still making time to stop by their local Crocs store. 

Will the Crocs comeback continue as Americans transition out of their COVID schedules and wardrobes? Will Dutch Bros. continue its meteoric rise? 

Visit Placer.ai to find out. 

Get 3 brand & industry
breakdowns every week

Subscribe to the newsletter

Great! Prepare your inbox for data-driven insights...
Oops! Something went wrong while submitting the form.

Get a Demo

Please enter your first name
Please enter your last name
Please provide a valid email
Please enter your email
Please enter company name

Thanks for reaching out!

One of our experts will be in touch soon

Try Placer.ai Free
Oops! Something went wrong while submitting the form.
Location Intelligence Breakdown: Coffee Caps-Off 2022
Digitally Native Brands Lean Into Brick & Mortar
Washington, D.C. Population Changes & Trends
A Location Intelligence Perspective on Macy’s Rightsizing
Amazon-Powered Shopping: The Future of Brick-and-Mortar Grocery?
Cold Weather, Hot Visits: Diving into Winter Resorts
Wawa and 7-Eleven: Leaning Into the “Slurpee Effect”
2022 and Beyond: Catching Up With McDonald’s & Chipotle
Let’s Have Some Fun! Going Out Is In
Placer.ai’s Q4 2022 Quarterly Index
Placer.ai Adds Industry Executives to Leadership Team To Drive Company's Next Phase of Growth
5 Emerging Retail Formats: 2023’s Brick-and-Mortar Evolution
Grocery Update: Zooming in on the Lone Star State
2022 Office Recap: The Year of the TGIF Work Week
What Lies Ahead for Brick-and-Mortar Luxury in 2023
Placer.ai Mall Indexes: December 2022 Recap
Looking Back on 2022’s Holiday Shopping Season
Post-Pandemic Migration Trends in New York
Top Retailers for 2023
The Live Sports Advertising Opportunity
Domestic Migration to the Mountain States: Small Shifts with Big Implications
New Year, New Food: 5 Dining Trends For 2023
Announcing Placer.ai’s COVID RECOVERY DASHBOARD
This is Why Shop-in-Shops Are Everywhere
Super Saturday 2022 Recap
The San Francisco Shift
Grocery Year-End Update: Publix in the Spotlight
Three Ways Retailers Can Think Small to Increase Store Impact
Offline Beauty Is on an Upswing
The Evolving Migration Patterns of New York’s Florida Snowbirds
Placer.ai Office Index: November 2022 Recap
How Viral Social Media Trends Can Drive Offline Engagement
Are You Ready for Some Football? Experiential Marketing Shows Promise
Mall and Shopping Center Trends For 2023
Retail Corridors and Indoor Malls: A Holiday Head-to-Head
Placer Bytes: Nike, lululemon, and GameStop Update
Placer.ai Mall Indexes: November 2022 Update
Black Friday 2022: Consumers Hear the Call
Digitally Native Brands: Taking Off, Offline
Discount and Dollar Stores Leading the Pack
Turkey Wednesday 2022
Retail’s Evolving Holiday Season
Placer Bytes: Starbucks and Department Stores Ahead of Black Friday
Ulta: A Force to be Reckoned With
College Towns Drive Dining Growth
Foot Traffic Trends Reveal Consumers Ready for Holiday Cheer
How Retailers Can Win Big By Going Small
How Are Consumers Feeling Ahead of Black Friday 2022?
Off-Price, Hibbett, and Dick’s Pre-Holiday Check-in
Ho, Ho, Wholesale: Costco, Sam’s Club, and BJ’s
October 2022’s Retail Rebound
Target and Walmart Ahead of the Holidays
Home Improvement: Leave it to the Pros
Despite Inflation, Holiday Season is Off to a Good Start
Placer.ai Office Index: October 2022 Recap
Placer.ai Mall Indexes- October 2022 Update
Americans Double Down on Fitness
The State of Grocery
CVS and Walgreens: The Wave Continues
Coffee Chains Brewing Up Visits
Placer.ai Spotlight: Pizza Players
What Drove COVID-Era Urban Migration Trends?
Kroger and Albertsons: A Merging of Strengths
Texas Roadhouse Innovations Dishing Up Success
Holidays on the Horizon: Mid-Range and Luxury Shopping
McDonald's and Chipotle's Post-Pandemic Success
Announcing Placer.ai’s Q3 2022 Quarterly Index
5 Hot Restaurant Brands for 2023
Target Finds a Winning Deals Day Formula
Five Trends to Watch for 2022’s Holiday Shopping Season
September 2022 Analysis: A Difficult Month and Time for Optimism
Inflation’s Retail Winners
Five Apparel Retailers to Watch Ahead of the Holidays
Placer.ai Spotlight: Wawa’s QSR Pivot
Placer.ai Mall Indexes: September 2022 Recap
Placer.ai Office Indexes: September 2022 Recap
The Impact of Population Growth on Commercial Real Estate 
Starbucks' New Makeover
There's Somethin' About Pumpkin
Expanding Offline Reach
Breakfast Restaurants are Rising in Popularity
The Power of Labor Day 2022
Tourism in Miami Heating Up
Citi Trends on the Rise
Reaching Rural Consumers Through Retail Media Network
Darden Restaurants Cooking Up Success
The Home Improvement Sector: A Sign of Consumer Confidence
QSR Is Having a Northeastern Growth Spurt
Domestic Migration’s Ripple Effects
A Look Back at Back To School 2022
Kroger Digital Tell-All
The Return of In-Person Networking
The Reinvention of the American Mall  
Placer.ai Office Building Indexes: August 2022 Recap 
Placer.ai Mall Indexes - August 2022 Recap
Five Below’s Back to School Success
Plus-Size Fashion’s Staying Power
Placer Bytes: Best Buy & GameStop 
Petco Barking Up the Right Tree
Lipstick Effect Boosts Ulta’s Growth